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Quickly connect Odoo CRM to Salesforce with a Zapier template.

Our most popular template

Create Odoo CRM leads from new Salesforce leads
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Odoo CRM + Salesforce
Create Salesforce contacts from new Odoo CRM leads
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Odoo CRM + Salesforce
Create Salesforce objects from new leads in Odoo CRM
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Odoo CRM + Salesforce
Create Salesforce objects from new leads in Odoo CRM
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Odoo CRM + Salesforce
Create leads in Odoo CRM from new contacts in Salesforce
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Salesforce + Odoo CRM

Create Odoo CRM leads from new Salesforce leads

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Odoo CRM + Salesforce

Create Salesforce contacts from new Odoo CRM leads

Details

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Odoo CRM + Salesforce

Create Salesforce objects from new leads in Odoo CRM

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Odoo CRM + Salesforce

Create Salesforce objects from new leads in Odoo CRM

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Odoo CRM + Salesforce

Create leads in Odoo CRM from new contacts in Salesforce

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Salesforce + Odoo CRM

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Odoo CRM and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers on a new lead.
Trigger
Polling
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write

- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Create Lead
Creates a lead.
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Odoo CRM and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Odoo CRM on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Odoo CRM to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Odoo CRM + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Salesforce

How can I integrate Odoo CRM with Salesforce using our platform?

You can integrate Odoo CRM with Salesforce by setting up automated workflows. Our platform allows you to create triggers based on events in Odoo, such as new leads or changes in contact details, which can then initiate actions in Salesforce like creating or updating records.

What types of triggers are supported for this integration between Odoo CRM and Salesforce?

We support various triggers in Odoo CRM, including new lead creation, contact updates, and opportunity status changes. These triggers help facilitate seamless actions in Salesforce like adding contacts or updating lead information.

Are there specific actions that I can automate in Salesforce from events in Odoo CRM?

Yes, you can automate several actions in Salesforce triggered by events from Odoo CRM. These include creating new leads, updating existing contacts, and logging communication history when certain conditions are met in Odoo.

Is it possible to customize the integration flow between these two platforms?

Absolutely. Users have the flexibility to customize trigger conditions and action outputs for both Odoo CRM and Salesforce according to their unique business needs, ensuring that the integration workflow suits their specific processes.

Does the integration support real-time data syncing between Odoo CRM and Salesforce?

Our integration supports near real-time syncing by promptly triggering actions based on specific events such as lead creation or status updates in either platform, providing a seamless experience for users managing customer data across both systems.

How do I handle potential data duplication when integrating these systems?

Our system includes options for setting conditions and filters that help prevent duplicate records. You can configure rules to check existing entries before creating new ones, ensuring clean data management between your Odoo CRM and Salesforce accounts.

What should I do if my workflows stopped working suddenly after setting them up?

If workflows stop functioning unexpectedly, you should first review any recent changes made to your triggers or actions setup. It's important to ensure that authentication tokens are still valid and that any required permissions have not been altered. Our support team is also available for assistance with troubleshooting.

About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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CRM (Customer Relationship Management)

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Odoo CRM and Salesforce to unlock the power of automation

Set up your first integration

Create Odoo CRM leads from new Salesforce leads

Create Salesforce contacts from new Odoo CRM leads

Create Salesforce objects from new leads in Odoo CRM

Create Salesforce objects from new leads in Odoo CRM

Create leads in Odoo CRM from new contacts in Salesforce

Create Odoo CRM leads from new Salesforce leads

Create Salesforce contacts from new Odoo CRM leads

Create Salesforce objects from new leads in Odoo CRM

Create Salesforce objects from new leads in Odoo CRM

Create leads in Odoo CRM from new contacts in Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Odoo CRM and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Odoo CRM on the Zapier blog

5 ways to automate Odoo CRM

Learn how to automate Salesforce on the Zapier blog

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Frequently Asked Questions about Odoo CRM + Salesforce integrations

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